Published Release Notes

Grid cascading filtering

At run time, filtering a grid by column yields accurate results as filter criteria cascade down when filtering by column heading. The filter panel displays only those values that apply based on other filter criteria. Values are filtered on both value and range.

Internet Application Composer mashup code generation

Case types can be added to an external web page by using the mashup code created in Case Designer. The mashup code is custom HTML that can be added to Internet Application Composer (IAC) codes.

The Actions menu in Case Designer includes the ability to automatically generate IAC HTML from a case type. The HTML is then copied and pasted into the target web page through standard IAC options.

The generated code is optimized for responsive web sites and responsive Pega applications. See Generating a mashup code in case configuration.

Edit application elements at run time by using Live UI

Live UI supports the addition, deletion, or reordering of UI elements within the run-time portal. Move elements by dragging and dropping within the tree. Elements can be added, deleted, and moved within or between dynamic layouts at run time by using Live UI.

Full-screen menus improve mobile navigation

A new full-screen menu setting for enhanced mobile functionality provides a smooth and seamless mobile navigation experience. Previously, regular drop-down menus were difficult to navigate on a mobile device. Select Component styles > Menus > Menu Bar > Display "Show Menu" as full screen menu to enable and configure this setting in a Skin form.

Personalize your dashboard with widgets and templates

New personalized dashboards can be customized and shared by end users. Select a default template or create your own. Choose from one of several default widgets or design a configurable widget to provide core business metrics to your users. From the new Settings tab, you can select whether a section is a template or widget.

Number and text input controls on Android devices may not display the correct keyboard

When running a Pega 7 application on a device using the Android operating system, pxNumber and pxTextInput controls may not display when using the desired on-screen keyboard. This happens when the number or text input type is set to number.

At design time, the input type is selected in the Editable Format section of the Presentation tab in the Cell Properties panel for a pxNumber or pxTextInput control. Due to a known limitation in some versions of the Android OS running on some devices, the keyboard displayed at run time may not support entry of decimal values when a Number type keyboard is specified.

To resolve this issue, use the Phone type when numbers with decimal values may be required. Using the Phone type displays a numerical phone keyboard. The Android phone keyboard includes both commas and periods so that decimals may be entered.

The Phone type selected in the Presentation tab of a Number control

Note that this issue only occurs on Android devices. It is recommended that applications for iOS continue to use type=“Number”.

Improvements to email case triaging

Improvements to Pega Intelligent Virtual Assistant™ (IVA) for Email make the system more robust and user friendly. When you reply to emails in a triage case, you can forward the email, reply to all, and use the carbon copy (cc) and blind carbon copy (bcc) fields. You can also send Pulse messages to discuss an email case without exposing the information to external users. You are notified in the Email Manager and Case Manager portal if you receive Pulse messages. Even when an email case has been resolved and appears as read-only, you can still send Pulse messages.

For more information, see Email Manager portal and Email triage.

Improvements to the Email channel configuration and content analysis

To make the Intelligent Virtual Assistant™ (IVA) for Email more useful and easier to manage, you can track all the Email channel configuration changes that you or other operators make. The system now also detects defined entities and topics, not only in the contents of the email messages and its attached files, but also in the email subject field which improves the responsiveness of IVA to emails. You can map same text that appears in an email triage case to different entities. In previous versions of Pega Platform, only the email body was analyzed but with subject analysis, now the entire email is analyzed for topics and entities, including its salutation and signature.

For more information, see Tracking configuration changes in the Email channel and Enabling the analysis of subject field content during email triage.

Changes to the Attach Content control in Pega Client for Windows

Users who access offline-enabled Pega Platform™ applications from Pega Client for Windows can now use the Attach Content control within a case view to attach files with a native file picker control or take screenshots with a device camera. Images are immediately attached to the case, and image file names are based on a time stamp. If a device has no camera, the client skips the source selection step and the native file picker control opens.

For more information, see Harness and Sections forms – Adding an Attach Content control.

Facebook and Web Chatbot configuration in the preview console

When you develop a Pega Intelligent Virtual Assistant™ (IVA) for Facebook or Web Chatbot, you can now teach interactive bot conversations by chatting with the bot in the preview console and guiding the artificial intelligence algorithm to the right responses. This ability greatly accelerates conversation development and simplifies configuration, while providing the developer with more transparency in the mechanisms that produce specific responses.

For more information, see Simulating a conversation and building a chatbot runtime and Testing and building a chatbot from the preview console.